- Truist (Homosassa, FL)
- …manager role. 3. Advanced knowledge of a broad range of personal financial planning/ advisory /insurance and investment management/asset allocation concepts ... within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for… more
- Deloitte (Miami, FL)
- …a broad continuum of advisory services to support mergers, acquisitions , carve-outs, investment and financing structures, disposition alternatives and ... Mergers & Acquisitions IT Integration & Divestitures Manager Our Deloitte...and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost… more
- Bank of America (St. Petersburg, FL)
- …and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + ... + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to… more
- Deloitte (Miami, FL)
- Mergers and Acquisitions IT Diligence Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- Deloitte (Miami, FL)
- …integration and divestiture program management services to support mergers, acquisitions , carve-outs, investment and financing structures, disposition ... and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- Educational Testing Service (Tallahassee, FL)
- …(market analysis, prospecting, deal sourcing, due diligence negotiations, legal documentation, financial modeling, financial advisory and valuation of ... business enterprise, with core activities including corporate strategy, competitive analysis, financial planning and investment management. The position will be… more
- First Horizon Bank (Miami Beach, FL)
- …of the team + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... aspects of their balance sheet to generate new client acquisition . You will be part of a local team...affluent clients. Serve as a personal financial planning/ advisory resource for clients, their attorneys… more
- Deloitte (Tampa, FL)
- Advisory Turnaround & Restructuring Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and ... transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization,… more
- Black & Veatch (Jacksonville, FL)
- …operation resiliency services that apply across the client's entire investment -to-operations lifecycle commitments. Included are Strategic Advisory , Industrial ... **Client Advisory Partner - Water/Wastewater Utilities - East Region**...market/client needs + Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our… more
- Black & Veatch (Fort Myers, FL)
- **Client Advisory Partner Electric & Gas (Central Region)** Date: Aug 15, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own our ... your diverse talents and perspectives to use. **The Opportunity** As the **Client Advisory Partner of Electric & Gas Utilities** ,you will have the opportunity to:… more